Plan Documents Specialist

CPS, Inc.; Illinois; On-site; USD 54,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Generous PTO

Job summary

CPS, Inc. is seeking a Plan Documents Specialist for a 100% remote role focused on retirement plan documents. You will prepare, review, and maintain documents and amendments for qualified plans, ensuring regulatory compliance.

The ideal candidate has 3+ years of experience with retirement plan documents at a TPA, strong IRS/ERISA knowledge, and excellent attention to detail. Remote work, full benefits, and PTO are provided.

Qualifications

• 3+ years' experience with retirement plan documents at a TPA.
• Knowledge of qualified retirement plans (401(k), profit sharing, cash balance).
• Experience drafting plan documents, amendments, and restatements.
• Working knowledge of IRS and ERISA regulations affecting retirement plans.

Responsibilities

• Prepare, review, and maintain qualified retirement plan documents and amendments.
• Draft plan restatements, discretionary amendments, and required regulatory updates.
• Ensure plan documents remain compliant with IRS, ERISA, and Department of Labor regulations.
• Research legislative changes and implement required document updates.
• Work closely with plan administrators, compliance teams, and clients to resolve document-related questions.
• Review plan provisions for accuracy and consistency.
• Assist with plan corrections and document remediation projects as needed.
• Maintain organized records and documentation for all plan document changes.

Skills

Plan documents

Amendments & restatements

IRS/ERISA knowledge

Attention to detail

Communication skills

Job description

100% Remote | Up to $90,000 + Full Benefits & PTO

We're partnering with a well-established Third-Party Administrator (TPA) seeking an experienced Plan Documents Specialist to join their team. This is an excellent opportunity for someone with a strong background in retirement plan documents who enjoys working in a technical, detail-oriented role while supporting a variety of qualified retirement plans.

What You'll Do

• Prepare, review, and maintain qualified retirement plan documents and amendments.
• Draft plan restatements, discretionary amendments, and required regulatory updates.
• Ensure plan documents remain compliant with IRS, ERISA, and Department of Labor regulations.
• Research legislative changes and implement required document updates.
• Work closely with plan administrators, compliance teams, and clients to resolve document-related questions.
• Review plan provisions for accuracy and consistency.
• Assist with plan corrections and document remediation projects as needed.
• Maintain organized records and documentation for all plan document changes.

What We're Looking For

• 3+ years of experience working with retirement plan documents at a Third-Party Administrator (TPA).
• Strong knowledge of qualified retirement plans, including 401(k), profit sharing, and cash balance plans.
• Experience drafting plan documents, amendments, and restatements.
• Working knowledge of IRS and ERISA regulations affecting retirement plans.
• Excellent attention to detail and organizational skills.
• Strong written and verbal communication abilities.
• Ability to manage multiple priorities while meeting deadlines.

What You'll Receive

• 100% Remote opportunity
• Salary up to $90,000 (based on experience)
• Comprehensive medical, dental, and vision benefits
• Generous paid time off (PTO)
• Opportunity to join a collaborative team with strong long-term growth potential